Latest Institutional Sells of Invesco Bulletshares 2028 Muni (BSMS)
This list provides information on the latest institutional transactions involving Invesco Bulletshares 2028 Muni (BSMS) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-2.08K- 0.77% |
$48.3K - $49K
|
268K
$6.23M
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-32.9K- 15.38% |
$762K - $776K
|
181K
$4.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-20.5K- 10.12% |
$476K - $484K
|
182K
$4.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.46K- 1.69% |
$33.8K - $34.4K
|
84.9K
$1.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.28K- 10.3% |
$29.5K - $30.1K
|
11.1K
$259K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1K- 7.72% |
$23.2K - $23.6K
|
12K
$278K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-813- 7.45% |
$18.8K - $19.2K
|
10.1K
$235K
|
|
| Q2 2024 | |||||||
|
Jul 30, 2024
Q2 2024
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-1.73K- 8.75% |
$39.9K - $40.6K
|
18.1K
$421K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-765- 4.75% |
$17.6K - $17.9K
|
15.3K
$357K
|
|
| Q4 2023 | |||||||
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-4.39K- 13.35% |
$97.9K - $104K
|
28.5K
$663K
|
|
| Q2 2023 | |||||||
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-11.6K- 34.98% |
$267K - $276K
|
21.5K
$501K
|
|
| Q1 2023 | |||||||
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.21K- 12.98% |
$190K - $196K
|
55K
$1.28M
|
|
| Q1 2022 | |||||||
|
May 05, 2022
Q1 2022
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-11.4KClosed |
$276K - $299K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-9.7KClosed |
$251K - $255K
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-29Closed |
$751 - $762
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.07KClosed |
$27.9K - $28.4K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 09, 2021
Q2 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-8.35KClosed |
$216K - $221K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-37.3KClosed |
$832K - $969K
|
0
$0
|
|